Equity Profile

NYT

The New York Times Company

Communication ServicesPublishing$12.4B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:03 AM EDT

The New York Times Company Beats on EPS, Stock Up 8.31%

Metric	Actual	Expected	Surprise
EPS	$0.61	$0.47	+25.51%
Revenue	—	$700M	—

management commentary, guidance changes, and full analysis available with Pro.

The New York Times Company Beats on EPS, Stock Up 8.31%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.61	$0.47	+25.51%
Revenue	—	$700M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

The New York Times Company reported stronger-than-expected earnings per share, which led to a significant stock price increase of 8.31%. The positive EPS surprise suggests that the company is managing its costs effectively or generating more revenue per share than anticipated. However, the lack of revenue data and guidance leaves some uncertainty about future performance.

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.47

Revenue

Total revenue reflects the company's ability to generate income from its subscriptions and advertising.

$700M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

The New York Times Company (NYT) is a leading media organization known for its journalism and digital subscriptions. Operating in the Communication Services sector, it plays a significant role in the publishing industry, focusing on delivering news and information to a global audience. As consumer preferences shift towards digital content, the company's ability to adapt and grow its subscriber base is crucial.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q4-2025, NYT reported an EPS of $0.89, slightly beating expectations. However, the stock fell 6.34% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect NYT to report solid earnings this quarter, with a consensus EPS of $0.47. The market is closely watching subscriber growth and revenue trends.

Bull Case

If NYT exceeds EPS expectations and shows strong subscriber growth, it could signal a robust digital strategy, leading to positive market sentiment.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of subscriber churn, it could raise concerns about its long-term growth prospects.

Key Metrics to Watch

EPS

$0.47

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$700M

Total revenue reflects the company's ability to generate income from its subscriptions and advertising.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will subscriber growth exceed expectations this quarter?

Subscriber growth is critical for NYT's revenue model, and exceeding expectations could indicate strong demand for digital content.

How does management plan to address any potential subscriber churn?

Addressing churn is vital for maintaining revenue stability, and any clear strategy could reassure investors about future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for subscriber growth as NYT expands its digital offerings, which could lead to stronger than expected revenue.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

Options pricing suggests a higher volatility expectation, which may reflect investor uncertainty not captured in consensus estimates.

Key Risk

If subscriber growth significantly exceeds expectations, it could challenge the current market outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on subscriber metrics and revenue growth, which are crucial for sustaining investor confidence.

Bull Confirmed If

Exceeding EPS of $0.50 and showing strong subscriber growth would confirm the bull case.

Bear Confirmed If

Falling below the consensus revenue of $700M could confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.02%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±9.1% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

26.4%

Calls (7K)P/C Ratio: 2.77Puts (283K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 7 of 23 (30%)

This setup has occurred 30 times across Communication Services in the last 2 years. 16 of 23 (70%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.2%, with a raw directional average of +0.3% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NYT beats expectations, history suggests a potential stock increase of around 0.33% on the first day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

If NYT misses on EPS or revenue, history suggests a potential decline of about 0.51%, reflecting negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth and retention rates.
2Any new initiatives or content strategies aimed at attracting subscribers.
3Management's outlook on advertising revenue trends.
4Responses to competitive pressures in the digital news space.
5Insights into cost management and operational efficiencies.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.47

Revenue

Total revenue reflects the company's ability to generate income from its subscriptions and advertising.

$700M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+12.80%

Avg Stock Reaction

+0.13%

Last Quarter Recap

In Q4-2025, NYT reported an EPS of $0.89, slightly beating expectations. However, the stock fell 6.34% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect NYT to report solid earnings this quarter, with a consensus EPS of $0.47. The market is closely watching subscriber growth and revenue trends.

Bull Case

If NYT exceeds EPS expectations and shows strong subscriber growth, it could signal a robust digital strategy, leading to positive market sentiment.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of subscriber churn, it could raise concerns about its long-term growth prospects.

Key Metrics to Watch

EPS

$0.47

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$700M

Total revenue reflects the company's ability to generate income from its subscriptions and advertising.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will subscriber growth exceed expectations this quarter?

Subscriber growth is critical for NYT's revenue model, and exceeding expectations could indicate strong demand for digital content.

How does management plan to address any potential subscriber churn?

Addressing churn is vital for maintaining revenue stability, and any clear strategy could reassure investors about future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for subscriber growth as NYT expands its digital offerings, which could lead to stronger than expected revenue.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

Options pricing suggests a higher volatility expectation, which may reflect investor uncertainty not captured in consensus estimates.

Key Risk

If subscriber growth significantly exceeds expectations, it could challenge the current market outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on subscriber metrics and revenue growth, which are crucial for sustaining investor confidence.

Bull Confirmed If

Exceeding EPS of $0.50 and showing strong subscriber growth would confirm the bull case.

Bear Confirmed If

Falling below the consensus revenue of $700M could confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.02%

Historical Avg

±6.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±9.1% while NYT has averaged ±6.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

26.4%

Calls (7K)P/C Ratio: 2.77Puts (283K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 7 of 23 (30%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NYT beats expectations, history suggests a potential stock increase of around 0.33% on the first day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

If NYT misses on EPS or revenue, history suggests a potential decline of about 0.51%, reflecting negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on digital subscription growth and retention rates.
2Any new initiatives or content strategies aimed at attracting subscribers.
3Management's outlook on advertising revenue trends.
4Responses to competitive pressures in the digital news space.
5Insights into cost management and operational efficiencies.